PHYSICIANS FINANCIAL SERVICES, INC. Diversified Active

CIK: 0001665518 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $307 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL Apple Computer 15.1%
Value ($000) $47 Shares 221,067 Est. Cost $97.47 Unrealized +89.9%
MSFT Microsoft 6.3%
Value ($000) $19 Shares 43,406 Est. Cost $91.96 Unrealized +353.7%
NVDA Nvidia Corp. 5.9%
Value ($000) $18 Shares 146,120 Est. Cost $93.35 Unrealized +8.3%
AMZN Amazon.com 5.8%
Value ($000) $18 Shares 91,746 Est. Cost $123.05 Unrealized +49.3%
GOOGL Alphabet Cl A 5.0%
Value ($000) $15 Shares 84,752 Est. Cost $108.73 Unrealized +53.9%
WMT Wal-Mart Stores Inc. 3.6%
Value ($000) $11 Shares 162,133 Est. Cost $44.87 Unrealized +38.1%
MA Mastercard Inc Cl A 2.6%
Value ($000) $8 Shares 17,973 Est. Cost $129.20 Unrealized +249.5%
META Meta Platforms A 2.1%
Value ($000) $6 Shares 12,810 Est. Cost $302.94 Unrealized +59.5%
CAT Caterpillar 2.0%
Value ($000) $6 Shares 18,539 Est. Cost $93.78 Unrealized +261.2%
CVX Chevron Corp. 1.9%
Value ($000) $6 Shares 38,101 Est. Cost $76.53 Unrealized +93.9%
AMGN Amgen 1.8%
Value ($000) $6 Shares 18,112 Est. Cost $151.78 Unrealized +84.0%
ADP Automatic Data Processing 1.8%
Value ($000) $6 Shares 23,362 Est. Cost $86.18 Unrealized +174.5%
LOW Lowes 1.8%
Value ($000) $5 Shares 24,937 Est. Cost $76.17 Unrealized +190.6%
MCD McDonalds 1.7%
Value ($000) $5 Shares 20,287 Est. Cost $111.99 Unrealized +127.7%
COST Costco Wholesale 1.6%
Value ($000) $5 Shares 5,701 Est. Cost $276.27 Unrealized +180.1%
V Visa Inc 1.5%
Value ($000) $5 Shares 17,703 Est. Cost $97.19 Unrealized +178.7%
PG Procter & Gamble 1.5%
Value ($000) $4 Shares 27,193 Est. Cost $68.43 Unrealized +129.7%
HD Home Depot Inc. 1.3%
Value ($000) $4 Shares 11,783 Est. Cost $149.83 Unrealized +118.6%
KO Coca-Cola 1.3%
Value ($000) $4 Shares 63,613 Est. Cost $32.66 Unrealized +80.3%
ADBE Adobe Systems Inc. 1.3%
Value ($000) $4 Shares 7,005 Est. Cost $223.61 Unrealized +116.5%
JNJ Johnson & Johnson 1.2%
Value ($000) $4 Shares 25,756 Est. Cost $96.03 Unrealized +47.3%
PEP Pepsi Co 1.2%
Value ($000) $4 Shares 22,134 Est. Cost $90.39 Unrealized +79.6%
LMT Lockheed Martin Corp. 1.2%
Value ($000) $4 Shares 7,666 Est. Cost $243.69 Unrealized +81.2%
BRK/B Berkshire Hathaway Inc-B 1.2%
Value ($000) $4 Shares 8,755 Est. Cost $197.51 Unrealized +106.9%
CMI Cummins Inc. 1.1%
Value ($000) $3 Shares 12,632 Est. Cost $120.99 Unrealized +128.2%
QCOM Qualcomm, Inc. 1.1%
Value ($000) $3 Shares 17,539 Est. Cost $74.93 Unrealized +143.4%
BA Boeing 1.1%
Value ($000) $3 Shares 18,892 Est. Cost $176.72 Unrealized +0.9%
ORCL Oracle Systems 1.1%
Value ($000) $3 Shares 23,968 Est. Cost $34.91 Unrealized +250.3%
PH Parker Hannifin 1.0%
Value ($000) $3 Shares 5,840 Est. Cost $100.27 Unrealized +426.2%
UPS United Parcel Services CL B 0.9%
Value ($000) $3 Shares 21,246 Est. Cost $87.42 Unrealized +48.7%
LLY Eli Lilly 0.8%
Value ($000) $3 Shares 2,864 Est. Cost $135.50 Unrealized +483.7%
AVGO Broadcom, Inc. 0.8%
Value ($000) $3 Shares 1,613 Est. Cost $43.39 Unrealized +217.3%
ABBV AbbVie 0.7%
Value ($000) $2 Shares 12,545 Est. Cost $88.81 Unrealized +76.9%
FDX FedEx Corp 0.7%
Value ($000) $2 Shares 7,052 Est. Cost $154.39 Unrealized +63.1%
DUK Duke Energy Corp New 0.7%
Value ($000) $2 Shares 20,220 Est. Cost $55.24 Unrealized +70.6%
TGT Target Corp. 0.6%
Value ($000) $2 Shares 13,441 Est. Cost $66.47 Unrealized +122.5%
HSY Hershey 0.6%
Value ($000) $2 Shares 10,576 Est. Cost $87.02 Unrealized +111.3%
DE Deere & Co. 0.6%
Value ($000) $2 Shares 5,164 Est. Cost $95.42 Unrealized +298.7%
IBM International Business Machines 0.6%
Value ($000) $2 Shares 10,433 Est. Cost $90.90 Unrealized +82.5%
VZ Verizon Communications Inc. 0.5%
Value ($000) $2 Shares 38,916 Est. Cost $32.23 Unrealized +13.2%
JPM JP Morgan Chase & Co 0.5%
Value ($000) $2 Shares 7,722 Est. Cost $99.59 Unrealized +90.0%
CSCO Cisco Systems 0.5%
Value ($000) $2 Shares 32,251 Est. Cost $25.27 Unrealized +79.2%
HON Honeywell International 0.5%
Value ($000) $2 Shares 7,126 Est. Cost $116.57 Unrealized +57.7%
EQIX Equinix Inc 0.5%
Value ($000) $2 Shares 1,996 Est. Cost $505.29 Unrealized +44.9%
MMM 3M Co 0.5%
Value ($000) $2 Shares 14,688 Est. Cost $107.23 Unrealized -12.1%
MRK Merck 0.5%
Value ($000) $1 Shares 12,095 Est. Cost $46.49 Unrealized +161.8%
ITW Illinois Tool Works 0.5%
Value ($000) $1 Shares 6,307 Est. Cost $127.88 Unrealized +85.2%
Raytheon Company 0.5%
Value ($000) $1 Shares 14,879 Est. Cost $76.91 Unrealized
GOOG Alphabet Cl C 0.5%
Value ($000) $1 Shares 8,140 Est. Cost $110.21 Unrealized +53.2%
TFC Truist Financial Corp 0.5%
Value ($000) $1 Shares 37,435 Est. Cost $40.66 Unrealized -14.1%
NVS Novartis AG 0.5%
Value ($000) $1 Shares 13,543 Est. Cost $83.25 Unrealized
AMD Advanced Micro Devices 0.5%
Value ($000) $1 Shares 8,564 Est. Cost $83.03 Unrealized +93.8%
TXN Texas Instruments Inc 0.4%
Value ($000) $1 Shares 7,099 Est. Cost $52.93 Unrealized +232.8%
UNP Union Pacific Corp. 0.4%
Value ($000) $1 Shares 5,949 Est. Cost $95.07 Unrealized +137.2%
NKE Nike Inc. 0.4%
Value ($000) $1 Shares 15,427 Est. Cost $66.66 Unrealized +34.6%
PFE Pfizer Incorporated 0.4%
Value ($000) $1 Shares 38,989 Est. Cost $28.37 Unrealized -12.7%
TROW T. Rowe Price Group 0.4%
Value ($000) $1 Shares 9,421 Est. Cost $62.24 Unrealized +70.1%
BAC BankAmerica Corp 0.3%
Value ($000) $1 Shares 27,011 Est. Cost $26.34 Unrealized +39.9%
BDX Becton Dickinson 0.3%
Value ($000) $1 Shares 4,227 Est. Cost $217.25 Unrealized +4.9%
MAR Marriott Intl 0.3%
Value ($000) $1 Shares 3,847 Est. Cost $150.75 Unrealized +56.6%
FCNCA First Citizens Bank 0.3%
Value ($000) $1 Shares 550 Est. Cost $737.70 Unrealized +125.3%
CLX Clorox 0.3%
Value ($000) $1 Shares 6,125 Est. Cost $149.04 Unrealized -11.8%
PM Philip Morris Intl Inc 0.3%
Value ($000) $1 Shares 8,095 Est. Cost $70.10 Unrealized +30.2%
SYK Stryker Corp 0.3%
Value ($000) $1 Shares 2,371 Est. Cost $167.15 Unrealized +99.4%
AMAT Applied Matls Inc 0.3%
Value ($000) $1 Shares 3,376 Est. Cost $80.15 Unrealized +163.8%
APD Air Products & Chemical 0.3%
Value ($000) $1 Shares 3,008 Est. Cost $240.27 Unrealized +0.9%
GIS General Mills Inc. 0.3%
Value ($000) $1 Shares 12,245 Est. Cost $43.25 Unrealized +49.0%
LAM Research Corp 0.2%
Value ($000) $1 Shares 693 Est. Cost $534.18 Unrealized
TM Toyota 0.2%
Value ($000) $1 Shares 3,482 Est. Cost $124.60 Unrealized
GPC Genuine Parts 0.2%
Value ($000) $1 Shares 5,101 Est. Cost $75.12 Unrealized +88.5%
EW Edwards Lifesciences 0.2%
Value ($000) $1 Shares 7,341 Est. Cost $60.91 Unrealized +45.4%
VGT Vanguard Information Tech ETF 0.2%
Value ($000) $1 Shares 1,135 Est. Cost $200.72 Unrealized
BMY Bristol-Meyers Squibb 0.2%
Value ($000) $1 Shares 15,113 Est. Cost $45.69 Unrealized -10.2%
SBUX Starbucks Corp. 0.2%
Value ($000) $1 Shares 7,955 Est. Cost $59.81 Unrealized +30.5%
SHW Sherwin Williams 0.2%
Value ($000) $1 Shares 2,050 Est. Cost $231.44 Unrealized +31.8%
AFL AFLAC, Inc. 0.2%
Value ($000) $1 Shares 6,636 Est. Cost $31.83 Unrealized +161.0%
APA APA Corporation 0.2%
Value ($000) $1 Shares 20,000 Est. Cost $28.82 Unrealized 0.0%
Unilever PLC 0.2%
Value ($000) $1 Shares 10,623 Est. Cost $49.35 Unrealized
EMR Emerson Electric Company 0.2%
Value ($000) $1 Shares 5,159 Est. Cost $47.29 Unrealized +127.3%
ABT Abbott Labs 0.2%
Value ($000) $1 Shares 5,340 Est. Cost $55.90 Unrealized +84.1%
AXP American Express 0.2%
Value ($000) $1 Shares 2,270 Est. Cost $101.55 Unrealized +123.8%
NOC Northrop Grumman 0.2%
Value ($000) $1 Shares 1,180 Est. Cost $203.95 Unrealized +117.7%
PAYX Paychex, Inc. 0.2%
Value ($000) $1 Shares 4,252 Est. Cost $52.89 Unrealized +120.0%
MKC McCormick & Co. 0.2%
Value ($000) $0 Shares 6,893 Est. Cost $60.66 Unrealized +14.9%
ADM Archer Daniels Midland 0.2%
Value ($000) $0 Shares 7,847 Est. Cost $55.34 Unrealized +4.3%
NUE Nucor Corp 0.2%
Value ($000) $0 Shares 2,975 Est. Cost $59.71 Unrealized +183.0%
SWKS Skyworks Solutions 0.1%
Value ($000) $0 Shares 3,905 Est. Cost $88.76 Unrealized +4.6%
TSLA Tesla Inc. 0.1%
Value ($000) $0 Shares 2,096 Est. Cost $209.90 Unrealized -16.7%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $0 Shares 395 Est. Cost $618.58 Unrealized +55.8%
SJM JM Smucker Co 0.1%
Value ($000) $0 Shares 3,500 Est. Cost $90.35 Unrealized +17.5%
CHD Church & Dwight 0.1%
Value ($000) $0 Shares 3,553 Est. Cost $48.32 Unrealized +114.7%
SNPS Synopsys, Inc. 0.1%
Value ($000) $0 Shares 560 Est. Cost $357.27 Unrealized +58.3%
COP ConocoPhillips 0.1%
Value ($000) $0 Shares 2,735 Est. Cost $84.66 Unrealized +36.3%
XLE Select SPDR Energy ETF 0.1%
Value ($000) $0 Shares 3,393 Est. Cost $66.50 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $0 Shares 2,048 Est. Cost $100.47 Unrealized +50.7%
Laboratory Corp of Amer Hldgs 0.1%
Value ($000) $0 Shares 1,302 Est. Cost $165.90 Unrealized
DAL Delta Air Lines Inc DEL 0.1%
Value ($000) $0 Shares 5,400 Est. Cost $48.81 Unrealized 0.0%
HPQ HP, Inc. 0.1%
Value ($000) $0 Shares 7,240 Est. Cost $27.18 Unrealized +9.3%
KMB Kimberly Clark 0.1%
Value ($000) $0 Shares 1,725 Est. Cost $94.84 Unrealized +32.1%
TTC Toro Company 0.1%
Value ($000) $0 Shares 2,540 Est. Cost $85.59 Unrealized +3.0%
ZBH Zimmer Biomet Holdings 0.1%
Value ($000) $0 Shares 2,129 Est. Cost $107.55 Unrealized +7.8%
COLM Columbia Sportswear Co 0.1%
Value ($000) $0 Shares 2,800 Est. Cost $76.46 Unrealized +2.7%
GE GE Aerospace 0.1%
Value ($000) $0 Shares 1,370 Est. Cost $123.26 Unrealized +28.1%
PKG Packaging Corp Amer 0.1%
Value ($000) $0 Shares 1,190 Est. Cost $174.41 Unrealized 0.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $0 Shares 1,822 Est. Cost $110.09 Unrealized 0.0%
PANW Palto Alto Networks Inc 0.1%
Value ($000) $0 Shares 615 Est. Cost $149.57 Unrealized 0.0%
GNRC Generac Hldgs Inc 0.1%
Value ($000) $0 Shares 1,555 Est. Cost $138.20 Unrealized 0.0%
Emeren Group LTD 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $0.00 Unrealized